Blog Archives - Fort Worth CPA Adam Traywick

Evaluate Whether a Health Savings Account Is Beneficial to You

With the escalating cost of health care, many people are looking for a more cost-effective way to pay for it. For eligible individuals, a Health Savings Account (HSA) offers a tax-favorable way to set aside funds to meet future medical needs. Here are four tax...

It’s Important to Understand How Taxes Factor into M&A Transactions

In recent years, merger and acquisition activities have been strong in many industries. If your business is considering merging with or acquiring another business, it’s important to understand how the transaction will be taxed under current law. Stocks vs. assets From...

Investment Swings: What’s the Tax Impact?

If your investments have fluctuated wildly this year, you may have already recognized some significant gains and losses. But nothing is decided tax-wise until year end when the final results of your trades will reveal your 2023 tax situation. Here’s what you need to...

Spouse-Run Businesses Face Special Tax Issues

Do you and your spouse operate a profitable unincorporated small business together? If so, you face some challenging tax issues. The partnership issue An unincorporated business with your spouse is classified as a partnership for federal income tax purposes, unless...

Plan Now for Year-End Gifts with the Gift Tax Annual Exclusion

With Labor Day behind us the holidays are just around the corner. During the holiday season many people may want to make gifts of cash or stock to their loved ones. By properly using the annual exclusion, gifts to family members and loved ones can reduce the size of...

The Untapped Potential of Outsourced Accounting for Small Businesses

Discover How You Can Unlock Savings, Efficiency, & Financial Insights with Outsourced Accounting Firms For small business owners and aspiring entrepreneurs, the thrill of launching and running a business often goes hand-in-hand with the responsibility of financial...

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About Adam: After receiving his Bachelors in Accounting from the University of Alabama in 2005 and his Masters of Tax in 2007, Adam moved to the Washington DC area and worked with a “Big 4″ public accounting firm. This was a fascinating and formative time where he was able to work with, and advise, some of the biggest companies in America. A few years later, Adam moved to Fort Worth, Texas and began working for a small public accounting firm. It was there that he discovered he really enjoyed working with small businesses. The difference he could make in these businesses was extremely gratifying, which is why Adam has chosen to focus his practice primarily on small business accounting.

"Being a CPA has led me to meet and work with many wonderful people and ideas. I always look forward to putting that experience and knowledge to work for my clients every day.”

-Adam Traywick, CPA